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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,372 | $159,934-16.0% | $147,005-8.6% | $145,959-7.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.81% | 98.24%-73.4pp | 418.76%-394.0pp | 561.95%-537.1pp |
| Employer contribution / active EE | $2,251 | $5,287-57.4% | $4,934-54.4% | $4,661-51.7% |
| Participant deferral / active EE | $12,000 | $8,427+42.4% | $8,070+48.7% | $6,689+79.4% |
| Admin fee / account holder | $15 | $15,053-99.9% | $13,006-99.9% | $13,398-99.9% |